Our complimentary whitepaper, Beyond the Headlines – What the 'AI Bubble' Really Means, analyses the scale and structure of AI infrastructure investment in the West, and the channels through which it could transmit stress to the wider financial system. It also provides an evaluation of the bear and bull cases for AI capital expenditure, and Juniper Research's house view on the matter.
Beyond the Headlines: What the 'AI Bubble' Really Means
Wednesday, 2 September 2026
IoT & Emerging Technology
Latest research, whitepapers & press releases
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ReportSeptember 2026IoT & Emerging Technology
Nick MaynardIdentity & Access Management Market: 2026-2031Our Identity & Access Management research suite provides detailed and insightful analysis of this evolving market; enabling stakeholders - from Identity & Access Management platform specialists, cybersecurity vendors, and diversified technology companies - to understand future growth, key trends, and the competitive environment.
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ReportAugust 2026Fintech & Payments
Nick MaynardContactless Payments Market Data: 2026-2031Our Contactless Payments market analysis provides exhaustive data coverage of the market in its entirety, including the adoption of mobile wallets featuring contactless payment technology, the growth of contactless transactions, and the market’s associated values.
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ReportAugust 2026Fintech & Payments
Nick MaynardDigital Ticketing Market Data: 2026-2031Our Digital Ticketing report provides exhaustive coverage of the digital ticketing market, including the adoption rates of digital ticketing across different ticketing segments, as well as the use of wearable payments and chatbots.
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ReportAugust 2026Fintech & Payments
Nick MaynardQR Code Payments Market: 2026-2031This research provides exhaustive coverage of the QR Code Payments market, including the adoption rates of QR code payment systems across retail, person-to-person (P2P), and ticketing use cases.
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ReportJuly 2026IoT & Emerging Technology
Saffron DusanjhVLEO Satellite Market: 2026-2031Our Very Low Earth Orbit (VLEO) Satellite Market research suite provides comprehensive analysis of one of the fastest-emerging markets within the global space economy.
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ReportJuly 2026Telecoms & Connectivity
Alex WebbIPX Providers Competitor Leaderboard: 2026Our IPX Providers Competitor Leaderboard 2026 delivers comprehensive evaluation and examination of 16 leading IPX vendors. It provides mobile network operators and other IPX customers with profiles, competitor benchmarking, and strategic analysis of these leading providers.
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WhitepaperSeptember 2026IoT & Emerging Technology
Jawad JahanBeyond the Headlines: What the 'AI Bubble' Really Means
Our complimentary whitepaper, Beyond the Headlines – What the 'AI Bubble' Really Means, analyses the scale and structure of AI infrastructure investment in the West, and the channels through which it could transmit stress to the wider financial system.
VIEW -
WhitepaperJuly 2026IoT & Emerging Technology
Saffron DusanjhBeyond LEO: Why VLEO is Becoming the Next Growth Market
Our complimentary whitepaper, Beyond LEO: Why VLEO is Becoming the Next Growth Market, explores how VLEO is transitioning from an experimental orbital regime into a commercially viable market.
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WhitepaperJuly 2026Fintech & Payments
Jawad JahanFrom Transaction to Transformation: The Future of POS
Our complimentary whitepaper, From Transaction to Transformation: The Future of POS, analyses the current landscape of the POS market. It also provides insight into key trends shaping the POS market, such as POS terminals increasingly being used as a business management platform.
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WhitepaperJuly 2026Fintech & Payments
Shane O'SullivanBeyond the Boarding Pass: The Digital Travel Credential Paradigm
Our complimentary whitepaper, Beyond the Boarding Pass: The Digital Travel Credential Paradigm, examines the rapidly evolving state of the digital travel credential market.
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WhitepaperJuly 2026Fintech & Payments
Thomas WilsonThe Top Three Drivers of Network Tokenisation Adoption
Our complimentary whitepaper, The Top Three Drivers of Network Tokenisation Adoption, examines the state of the network tokenisation market; considering its impact on different payment modalities, how it is shaping the modern payments landscape through safer, more secure payments, and how it could unlock the potential of agentic commerce.
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WhitepaperJune 2026Fintech & Payments
Nick MaynardMoney20/20 Europe 2026 Key Takeaways: What You Need to Know Post-event
Money 20/20 Europe once again brought together people from across the fintech, payments and identity ecosystems; creating three days of discussions, announcements and networking.
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IoT & Emerging Technology
Chinese AI Models Now Up to 90% Cheaper than US Rivals, Threatening Economics of the US-led AI Boom
September 2026 -
Fintech & Payments
eCommerce Network Tokenisation Revenue to Surge Past $7 Billion Globally by 2027, Driven by Widespread Click to Pay Roll-out
August 2026 -
Fintech & Payments
Agentic Commerce: 120 Billion Transactions by 2031 Globally, as B2B Agentic Use Accelerates by 19,000%
August 2026 -
Fintech & Payments
Cross-border Remittances to Reach $635 Billion by 2030, as Market Growth Tapers
August 2026 -
Telecoms & Connectivity
Business RCS Messages to Hit 485 Billion by 2030, as Migration from SMS for Authentication Dominates Traffic
August 2026 -
Telecoms & Connectivity
Conversational AI Usage to Surge by 88% Globally by 2030; Driven by Rich Media Channels
August 2026